问题

如何开启针对某个客户的采购订单路径?

解决方案

  1. In the upper-right corner of the application, click [user initials] Settings > Customer Relationships.
  2. Click Advanced View in the top right.
  3. Click Actions > Override Routing to the right of the customer name.
  4. Click Customize routing preferences, then click OK.
  5. Customize the settings for order routing and click Next.

Choose whether to expose routing details to your customer.

  1. Click Next.
  2. Review the details and click Submit.
Last modified: 05/12/2024

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